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Impact Weekly

Customer Success Evolution: Balancing Ownership and Specialization

Jan 18, 2023
The podcast discusses the trend of customer success moving towards specialization across the customer lifecycle, emphasizing the importance of a team approach to customer ownership. It explores the benefits of adding specialists in customer success roles and highlights the need for clear communication and collaboration between teams. The chapter also addresses effective communication, good leadership, and building a team approach to customer success.
27:10

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Quick takeaways

  • Specialization in customer success allows for more efficient handling of different aspects of the customer journey.
  • Effective communication, clear roles and responsibilities, and proactive customer expectation management are key for successful team-based customer success.

Deep dives

Specialization across the customer lifecycle is a trend in customer success

Customer success is moving away from a single person owning the customer journey to more people owning different parts of the journey. This trend of specialization is beneficial as it recognizes that a single customer success manager (CSM) cannot handle all aspects of the customer lifecycle. It allows for more focused expertise and reduces the pressure on one person. Specialized roles such as onboarding specialists, technical account managers, and subject matter experts are becoming more common. This trend is expected to continue, promoting efficiency and driving customer success.

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